As a Certified Financial Planner®, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
Jason started his career as an investment advisor in January 1995 and quickly realized that Continuing Professional Development would be essential to his practice and to serving the best interests of his clients. As such, Jason embarked on an educational journey in which he obtained his Certified Financial Planner Designation in the spring of 1998, his Life, Accident, and Sickness Insurance license in the fall of 1998 and his Elder Planning Counsellor Designation in 2006.
In this role as a Certified Financial Planner, Jason has been assisting individuals, families and small business owners to create and protect their wealth, reduce taxes, plan for a sustainable income in retirement and ultimately plan for the seamless transfer of family wealth to the next generation.